Lead Analytics & Conversion Specialist

We're seeking a growth-minded, data-savvy professional to monitor our intake department's performance while supporting lead conversion. As our Lead Analytics & Conversion Specialist, you'll track, analyze, and report on how leads flow through multiple channels (text, web forms, phone, email, chat), identifying what works, what doesn't, and where opportunities exist.

This hybrid role combines data operations with conversion support. You'll monitor lead systems, analyze conversion patterns, build executive dashboards, provide strategic insights to leadership, collaborate with attorneys to convert qualified leads, and ensure data accuracy throughout the client journey.

Perfect for: Someone with marketing or sales operations experience who loves working with multi-channel data, spotting trends, and turning insights into business results.

Lead Analytics & Performance Reporting (50%)

• Track intake performance across all channels: phone, text, web forms, email, chat
• Monitor lead volume, response times, and conversion rates by channel
• Analyze which channels produce the highest-quality leads
• Identify patterns in lead flow (time of day, seasonal trends)
• Create executive dashboards showing department health and performance
• Report on KPIs: volume trends, conversion benchmarks, response times, capacity utilization
• Forecast intake volume and capacity needs based on historical patterns
• Flag anomalies, bottlenecks, and opportunities in real-time
• Provide actionable insights to improve efficiency and conversion rates

• Collaborate with attorneys to convert qualified leads into consultations
• Follow up with leads to reduce lost opportunities
• Pre-screen prospective clients and collect intake information
• Maintain CRM records and track case status through conversion
• Monitor intake technology system performance
• Coordinate with vendors on optimization and troubleshooting
• Track lead attribution and routing across systems
• Ensure data accuracy and consistency across channels

• Maintain intake documentation, workflows, and knowledge base
• Design and deploy client satisfaction surveys
• Monitor quality assurance metrics and flag trends
• Create training materials and standard operating procedures
• Standardize data capture for consistency
• Support implementation of new tools
• Test features and provide system feedback
• Document lead flow processes and integrations

Education & Experience

• Bachelor's degree in business, Marketing, Technical Communication, Data Analytics, or related field
• 3-5 years in business operations, marketing/sales operations, or data analysis
• Experience tracking multi-channel lead systems and conversion funnels
• Background analyzing data from CRM, phone systems, web forms, and communication platforms
• Proven ability to identify trends in complex data sets

• CRM/Lead Systems:
  Salesforce, Hub Spot, Litify, or similar
• Survey Tools:
  Qualtrics, Survey Monkey, Google Forms
• Data Integration:
  Working with multiple systems and sources
• Microsoft Office:
  PowerPoint, Word
• Data Storytelling:
  Present complex insights clearly to non-technical audiences

• Multi-channel thinking and pattern recognition
• Systems-oriented mindset
• Detail-oriented with strong communication skills
• Client-focused and proactive problem-solving
• Growth mindset and adaptability

• Experience in legal services or lead-based businesses
• Background in demand generation or lead operations
• Familiarity with call tracking, text platforms, web form systems
• Knowledge of lead routing logic
• Experience with Tableau, Power BI, or Looker
• Bilingual (Spanish/English) strongly preferred

• You've managed data from phone systems, web forms, and CRMs simultaneously
• You can spot channel-specific vs. team-wide performance issues
• You've identified and fixed data quality issues at the source
• You explain complex data simply to non-technical audiences
• You're energized by finding the "why" behind trends
• You enjoy both analyzing data and improving conversion outcomes

• You're more interested in execution than analysis
• You get frustrated when data from different systems doesn't match perfectly
• You want pure strategy vs. data operations and reporting

• Accuracy and timeliness of dashboards
• Quality of insights provided to leadership
• Lead-to-consultation and lead-to-client conversion rates
• Response time improvements and CRM data accuracy
• System uptime tracking and vendor coordination
• Process documentation completeness
• Quality assurance trend reporting
• Office-based with potential for hybrid after 90-day onboarding
• Friday, 8:00 AM - 12:00 PM (half-day)
• Fast-paced growth environment
• Salary: $70,000 - $85,000 (based on experience)
• Performance bonuses tied to conversion and insights
• 401(k) with employer match
• Company laptop and equipment
• Growth path to Data Analytics or Business Operations roles

• G - Genuine Connection: Build real relationships with clients,…